Financial Center Representative

1 week ago


Wilmington, North Carolina, United States Fulton Bank Full time
About the Role

Fulton Bank is seeking a highly motivated and customer-focused Financial Center Representative to join our team. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and sales support to our customers.

Key Responsibilities
  • Customer Service: Provide proactive sales conversations through internal and outbound interactions, including outbound calling, inbound contact center calls, appointment setting, and effective lobby engagement.
  • Relationship Building: Utilize the CRM system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships.
  • Lending Opportunities: Identify consumer and small business lending opportunities and partner with centralized lending group to ensure successful customer outcomes.
  • Risk Management: Maintain compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Product Support: Provide ongoing support to customers regarding products and services, perform customer maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing sales and teller transactions.
  • Digital Solutions: Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.
Requirements
  • Education: High School Diploma or equivalent.
  • Experience: 2 or more years of customer service or sales experience.
What We Offer

Fulton Bank offers a comprehensive benefits package to those who qualify, including medical plans, flexible spending account or health savings account, dental and vision insurance, life insurance, 401(k) program with employer match, and more.



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